I was asked last week about getting exposure to space. Not an easy one to be exposed to and maybe there are better markets and companies out there but there are three on the ASX that sprang to mind. First up is the one that everyone got excited about Electro Optic Systems (ASX: EOS) In the…
In 1623. A single tulip bulb sold for a thousand Dutch florins, seven times the average annual wage. The average tulip trader made sixty thousand florins a month. 400 times the annual wage. 40 bulbs sold for 100,000 florins. You could have bought 3,333 pigs for the same price. People were selling possessions to speculate…
Most fund managers have an Investment Philosophy. For some it is little more than a marketing blurb on their website, for others it is their core. An “Investment Philosophy” for professional fiund managers is required for compliance purposes (compliance with compliance) but it goes beyond that. An Investment Philosophy, whilst it can be updated and…
Embarrassingly our ETF portfolio has been outperforming our other portfolios (written on 17th February 2021). It is a revelation that this low-cost, low activity, low stress, low administration, relaxed portfolio, exposed to compounding returns in the Australian market as well as the HACK, FANG, FUEL and S&P 500, is outperforming our Australian stock picking…
You might have seen this. Its a White Paper presentation from Cathie Wood at US Fund Manager Ark Invest (they run a few ETFs listed in the US). Ark Innovation ETF (NYSE:ARKK) Ark Next Generation Internet ETF (NYSE:ARKW) Ark Genomic Revolution ETF (BATS:ARKG) Ark Autonomous Technology & Robotics ETF (BATS:ARKQ). The Click Bait headline has…
Results reactions as of Saturday 13th February 2021 This table shows the performance of stocks since recent results announcements or guidance – stocks are listed in market cap order biggest to smallest: This is some of the research post results this week. Macquarie results – Guidance was typically conservative but the fourth-quarter performance from the…
You may have seen this story overnight. A stock called Gamestop (NASDAQ: GME) listed in the US was up 92% yesterday to $147 and is up to $236 in after-hours trade. They are calling it “Won’t Stop” on the online forums. This is the explanation from one of the Newswires in the US – “A…
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KEY THEMES FOR 2021 The highest probability prediction is that the themes that are trending at the moment will continue to trend. There is no point us heading off down some lonely contrarian road just because it’s 2021. Believe what is happening now, invest in that and the odds are that you will be more…
